
Australian Investors Podcast
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
Latest episodes

Jul 2, 2025 • 33min
Scott Helfstein on the automation age, US exceptionalism & the future of AI investing
In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss:
– Why US exceptionalism still holds in 2025
– How automation is replacing the information age
– AI, robotics & innovation trends shaping markets
– Opportunities for investors in infrastructure, power, & AI ecosystems
If you love learning about global innovation and AI-driven investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Scott’s journey from West Point to Wall Street
– What drives US economic resilience
– The rise of automation: replacing the information age
– Where AI investing is heading – and who wins
– Robotics, power, nuclear & the infrastructure of automation
– Why the world’s economic focus is shifting – and what to do about it
– Final thoughts on staying invested and thinking long term
Resources for This Episode
– Ask a question – just select the Investor Podcast
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #AI #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 2025 • 1h 10min
Is it time to buy property or shares?
In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both.
This episode was originally featured on the Australian Finance Podcast.
Here’s a summary of everything they discuss:
Latest podcast news – nearly 457k monthly downloads
Latest business and markets news from Owen & Pete
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Pros and cons of property and shares
Super is massive in Australia too
Buy a home and then what?
Maybe best to have a balance of all of the above?
---
Let’s look at a few case studies
1 Accountant – maybe risk averse, sensitive to cashflow, often owns a home and would like to add one rental, and contribute to super, $1m budget typical for a professional buying a house as an investment
Different personality types
Analytical/thinker – good saver – risk averse - suited to shares
2 Doctor – often earn higher incomes, tolerance for some risk, they want high growth assets. Some healthcare professionals need trusts for asset protection e.g. surgeon, anaesthetist. Can scale a portfolio quickly, and can tolerate some negative cashflow
High income earner – achiever, goals focussed - tolerance for risk – may want to use leverage to build a property portfolio
3 Tradie – often have good skills and are decisive. Have skills to add value to properties and have a good eye for a deal. Some of the best investors are tradies. Good incomes very often and an entrepreneurial spirit
4 Entrepreneurs – difficulties with borrowing capacity, feast and famine. Hard to know whether to invest in self, business, or property and shares. Property is good for people who find it hard to save and invest regularly, after the initial up-front costs. Shares require some savings discipline. Borrowing capacity tends to come and go so need to be strategic and invest when you can
Entrepreneur – freedom focussed - with lumpy income? It depends. Property debt can be a noose, but can also be forced discipline. Shares are more liquid and could be sold quickly in a crisis.
Prof Scott Galloway. Credentialled – degree - stock options. Equity. Bonuses.
“Build business and buy real estate” – Kiyosaki
Our kids – University or not?
Some thoughts on our respective journeys
Listener questions – send them in
If you like this Australian Property Podcast episode don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Rask Resources
Pete's Buyers Agency: https://www.allenwargent.com.au
Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking
Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#property #australia
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Jun 27, 2025 • 1h 4min
Inside Lakehouse Capital: Strategic edges, compounding wins & global fund insights
In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss:
– Why only a few stocks drive long-term returns
– Lakehouse Capital’s focus on strategic moats and secular tailwinds
– How MercadoLibre and ServiceNow exemplify network effects and customer loyalty
– The discipline behind concentrated portfolio management and valuations
If you love learning about global investing, high-quality businesses, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Strategic edges: IP, network effects & customer loyalty
– MercadoLibre & ServiceNow: Real-world moat examples
– Why long-term holding & alignment matter
– How Lakehouse evaluates, sizes & sells global positions
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26, 2025 • 44min
Vulcan Energy, Zip & Euroz Hartleys: Small cap investing with Luke Laretive
In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss:
– How Luke turned $0.60 into $15 with Vulcan Energy
– Why Zip was his biggest percentage win
– Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys
– Why investors get performance data and fund evaluation wrong
If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Good Research
– Luke’s Most Profitable Investments
– Why Luke is Interested in Small Cap Investing
– Sectors and Returns (High)
– Returns from Small Caps
– Antipa Minerals (ASX: AZY)
– Euroz Hartleys (ASX: EZL)
– Insider Tip for Small Cap Investing
Resources for This Episode
– Good Research
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast #SmallCaps #ASX #SenecaFinancial #StockAnalysis #EurozHartleys Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 25, 2025 • 56min
Understanding TermPlus, global private credit and income investing with Nehemiah Richardson
This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what global private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility.
TermPlus by Pengana
NOTE: THIS IS A SPONSORED PODCAST ON THE RASK NETWORK.
In this Australian Investors Podcast episode, your hosts Owen Rask and Nehemiah Richardson discuss:
– The basics and benefits of global private credit
– How TermPlus delivers stable income
– How portfolio diversification reduces investor risk
– The current and future outlook for global private credit in Australia
If you love learning about income investing and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics covered
– Australia's Global Private Credit Adoption
– How Nehemiah Approaches Risk
– How TermPlus Portfolios are Constructed
– What Drives TermPlus Payouts
– Has TermPlus Gained Popularity Recently?
– Can You Hold Multiple TermPlus Investments?
– What Happens When The Borrower Defaults?
– Family Trusts in TermPlus?
– Will Headline Rate Drop with Interest Rates?
– What's Stopping a Big Institution White Labelling TermPlus?
Resources for This Episode
TermPlus by Pengana
~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 2025 • 32min
How Melissa Browne rebuilt wealth and confidence after financial setbacks
In this Australian Investors Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to create lasting change. This episode was originally featured on the Australian Finance Podcast.
Melissa opens up about:
– Giving away her divorce settlement
– Rebuilding her finances from the ground up
– Why your money personality matters
– The importance of financial agency and understanding your risk profile
– How she's helped thousands through her Financial Adulting Plan
If you enjoyed this episode, subscribe to the podcast on Apple, Spotify, YouTube, or wherever you get your podcasts!
You can also follow Rask on Instagram and TikTok for more investing insights.
Topics Covered
– Melissa’s financial origin story and early money mistakes
– Why even finance professionals get it wrong sometimes
– How Melissa started again after divorce
– The two types of people who join her financial programs
– Understanding your money story and type
– How couples can navigate financial differences
– Why age-based advice doesn’t work anymore
– Practical steps after a major life setback
– Financial agency: what it is and why it matters
– The silent challenge of money and ageism for women
– Preparing financially for health challenges
– What “her wealth her way” really means
Resources for this episode
📄 Learn more about Mel’s work & freebies
~~ Show partner resources ~~
💰 Join Pearler using code “RASK” for $15 of Pearler Credit - https://bit.ly/Pearler
📊 Get 50% off your first two months using PocketSmith - https://bit.ly/R-PocketSmith
📈 View Betashares full range of funds - https://bit.ly/beta-25
~~ Rask resources ~~
🔗 Explore all Rask services - https://bit.ly/R-services
📋 Learn about Rask Financial Planning - https://bit.ly/R-plan
📈 Start investing with Rask - https://bit.ly/R-invest
📜 Access Show Notes - https://bit.ly/R-notes
❓ Ask a question - just select the Finance Podcast - https://bit.ly/R-quest
📲 Follow us on social media: Instagram: @rask.invest - https://www.instagram.com/rask.invest/ TikTok: @rask.invest - https://www.tiktok.com/@rask.invest
DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 20, 2025 • 56min
Are Tesla and Nvidia still a buy? Portfolio rebalancing & private credit insights
In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
– Tesla’s and Nvidia’s stock price slump and investor sentiment
– Portfolio rebalancing strategies in a volatile market
– Private credit investing with TermPlus and its risks
– The ongoing debate on taxing unrealised gains
If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Our Fake Portfolio Updates
– Autonomous Taxis
– Owen's Newcastle Trip
– More Fake Porfolio Updates
– Vulcan Energy Shares
– Nvidia Shares
– Building The Fastest Supercomputer in 19 Days
– ASX 11% Return Chart
– Santos' Takeover Bid
– Retail Stocks
– Should Anyone Under 55 Have Defensive Assets?
– How Much of Drew's Portfolio is in Small Caps?
– Big Beautiful Bill Implications
– Tax on Unrealised Gains
– Is TermPlus Safe?
– How to get Exposure to Private Markets
– What is the Good Research discount code?
– Recap
– Drew's Dad Joke
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 18, 2025 • 57min
Nick Kelly on investing in mega trends with WAM Alternatives (WMA)
In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss:
– The four mega trends driving WAM Alternatives' strategy
– How WMA is investing in themes like food, ageing and digitisation
– The structure and evolution of the WMA portfolio post-Blue Sky
– Nick Kelly’s journey and philosophy as an alternatives investor
If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Nick Kelly’s background and start in investing
– WAM Alternatives’ transformation from Blue Sky to now
– How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition
– Return expectations, private markets, and the future of WMA’s portfolio
Resources for This Episode
– The ghost of Blue Sky Alternatives: will WMA close?
– Fizzled Blue Sky a lesson in need for transparency: short seller
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 2025 • 42min
Why index funds hurt small cap investing
In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
– The flaws of small cap index investing
– How inclusion in ASX indices drives mispricing
– Lessons from Catapult, Objective Corp & Sigma
– Mistakes small cap investors should avoid
If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics covered
– How ETFs and index funds distort the small cap landscape
– Why active managers can still outperform in small caps
– What index inclusion does to share prices (examples from Catapult, EOL, Objective)
– Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez)
– Common small cap investing mistakes and how to avoid them
Episode Resources
Check out Good Research
Have a look at all of Seneca's Investment Products here
Read more about Seneca's Australian Small Companies Fund
~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13, 2025 • 44min
Why private companies are staying private, and why you should care
In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
- Private companies avoiding the ASX
- Why more capital is flowing to private equity
- How retail investors can access private opportunities
- Position sizing, risk, and long-term investing
If you love learning about private markets and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
- Why companies are staying private longer than ever
- The rise of private equity and its effect on markets
- How investors can think about accessing private deals
- Portfolio construction lessons & position sizing strategies
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices